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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Young is a registered Investment Advisor Representative in Washington. David has been a registered professional in the financial services industry since 1997. David works with Summit Family Office Services, LLC, a registered investment adviser with offices in Bellevue, Washington. David is a Chartered Financial Analyst (CFA) and has experience working for a number of financial institutions including Conover Securities Corporation, LPL Financial, UBS Financial Services and Salomon Smith Barney. David’s areas of specialization include Retirement Planning and Investment Management. David’s client base is comprised of individuals. The firm manages $4,450,000 in assets for 30 clients. David manages accounts on a discretionary basis. David is a managing director of Summit Private Consulting Group, LLC, a non-investment related business assisting private and public companies that are seeking to accelerate adoption and monetize their products and technologies through acquisitions, licensing, and strategic partnerships. David also owns equity interests in a number of other businesses. David’s areas of specialization include Retirement Planning, Investment Management and Business Consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
10/13/2014 - Present
Summit Family Office Services, LLC (BELLEVUE WA)
WA
04/11/2011 - 01/16/2014
CONOVER SECURITIES CORPORATION (BELLEVUE WA)
WA
05/13/2009 - 06/01/2011
LPL FINANCIAL LLC (LYNNWOOD WA)
WA
07/23/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
OR
05/17/1999 - 05/31/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
NY
11/14/1997 - 05/03/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2011
Series 4 - Registered Options Principal Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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